How is Farm Bureau Different?

From the moment you become a Farm Bureau Wealth Management Advisor, you’ll receive the operational, technological and back-office support you need to provide a higher level of client experience. Our platform leads with financial planning and is based on what over 500,000 current insurance clients/members want from a Wealth Advisor in addition to giving Wealth Management Advisors resources, support and tools to deliver. You’ll enjoy the freedom and flexibility to work with your clients, while having a unique opportunity to grow your business by partnering with local Farm Bureau agents to provide financial planning services within our existing client base.

Support and Resources

Lead Generation

We’re proud of the strong network of trusted client relationships we have established across our 14-state territory.  We have over 1,700 agents who work with 540,000 clients. With these connections already established, when you partner with an agent, the cross-sell opportunities for further growth could be endless.

Marketing

Our in-house marketing teams provide a wide array of support from a customizable advisor website, turnkey marketing programs and materials to advertising and marketing collateral, so you can connect with your prospects in the way that you need to in order to be successful.

Compensation

We provide a competitive benefits package for you and your staff, including: health, dental, vision, life insurance, 401(k) and more. You’ll also have the opportunity to qualify for incentive travel. We’ll also pay for your building lease and provide all the technology, equipment and furnishings. We cover your licensing expenses and our grid is highly competitive.

Business Support

Through our formal relationship with RBC Correspondent Services (RBC CS) you have access to the best tools and resources for the job. We’ve also built a robust support and transition team in the home office, which will give you more time with your clients and demand less time worrying about processes.

Technology

We provide some of the most sought-after technology in the industry through our relationship with RBC CS:

  • Money Guide Pro
  • Riskalyze
  • CRM support
  • Digital presentation tools and more

Workplace Culture

Farm Bureau is a thriving organization and a family. If you ask people why they love working here, you’ll get plenty of answers but without question, at the top of the list will be the people. We stand strong working together to help ensure our clients are protected.

“The teamwork here is phenomenal! I am super impressed with the way everyone works together to take care of our clients.  In a very competitive landscape agents/advisors support and cheer each other on!” says Evan Bisson, Wealth Management Advisor from Omaha, NE.

Interested in Joining Farm Bureau?

We are looking for experienced financial advisors for fully furnished, stand-alone Farm Bureau Wealth Management offices. If you’re interested or know of someone who may be interested in learning more, please connect with us.

Meet Lisa! 

Lisa Smith is a Regional Manager at Farm Bureau Wealth Management. She puts her knowledge and experience to work to lead and support our team of Wealth Management Advisors in Minnesota and Iowa.